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Graphic User Interface


Table of contents


1 Start Screen and Navigation in IDL Konsis

The Start screen of IDL Konsis consists of the following areas:


Figure: Start Screen

In IDL Konsis, you can navigate to the menus in three ways:

1.1 Resource List

When the program is started and in each new empty tab, the available menus are displayed. These are thematically divided into so-called main nodes. The view can be shifted to the right or left using the mouse button. The "Show only one section / show all sections" icon can be used to change the display so that either all main nodes and their applications are selected or only the selected main node and its applications are selected.

The application is called up by a single mouse click on the name of the application. To the left of it, the short word of the selected application is displayed in light gray letters.


Resource List

There is also a lot of application documentation in the resource list. Use the "Show Documentation and Help Texts" icon in the global toolbar to switch from the Application Viewer to the Documentation Viewer.


Documentation in the Resource List

1.2 Short Word

After entering a short word in the short word line, only the menus that match the input are displayed in the resource tree. If the short word is not known, terms such as "accounts" or "currency" can also be entered, and all menus containing the entered term will then be displayed. With the help of the search symbol you start the full text search, i.e. now not only the menu designations but also e.g. documentation for the term are searched and displayed. Typos are also corrected, so that entering "nodes" also leads to the call of the application "KTO = accounts".


Short word Input

1.3 Navigation Bar

The navigation bar always shows via which applications you have reached the current application. The most important parameters from the selection area are also displayed (shown in brackets). A mouse click on "Start" closes the current application including all previously started applications and returns to the resource tree. To return to the previous application, click on the arrow pointing to the left. Or click on the application you want to return to. To display the previous overview without updating, you can use the ESC key.


The Navigation Bar

2 Individual Settings

You can use the "Options" icon in the global toolbar to make individual settings both in terms of appearance and some functions.


Figure: The menu behind the "Options" icon

2.1 View

In the menu item "View" there are options to show and hide the status bar, toolbar, empty columns, and null columns as well as change information (user, date and time) and the information about existing help texts.


Figure: Options in the Global View Menu

The "Reset desktop" option allows all previously moved areas to be moved to their original position at once.

The "Show/hide internal columns" option is not activated by default. An activation is revoked when the program is closed. If it is activated, additional columns are displayed in some overviews, which are usually used to determine the causes in the event of an error by the IDL hotline.

2.2 Options

Under "Options", you have a wide range of options for setting the system individually:

Changed options are only activated after the application is called up again and sometimes only after IDL Konsis is reopened.

[Representation]:

In the View tab, there are a few options that you can use to change your IDL Konsis. In the following, we would like to explain these options to you or illustrate them with examples. However, the best way to get to know these options is to try them out and work with them for some time. All options can be activated and deactivated as desired. This way, over time, you'll be able to figure out the display variants that work best for you.


Figure: The View tab in the "Options > Options Dialog Box"

In addition to the font and size for the display and for help texts, you can change the following settings:

1) Prompt text align right: The alignment of the prompt texts next to the input field can be right-aligned or left-aligned.


Figure: Alignment of prompt texts

2) Button align right: Clear this option if you want to achieve a left-aligned display of the buttons and thus a left-aligned orientation of the entire area in the window.


Figure: Buttons Alignment

3) Show data immediately: If this function is activated, the data will be displayed immediately without pressing the button <Display>. In newer applications without a selection area, the existing data is always displayed immediately, regardless of the setting.

4) Panels relocatable: If this option is selected, individual application areas (selection area, overview table, single set area, etc.) can be moved to the edge with the mouse via "drag and drop", so that more space is available for other application areas. If you have "grabbed" the application area with the mouse, a red outline shows where it can be moved sensibly. With the reverse mouse movement, the moved areas are brought back again.

5) Long prompt texts: If this option is selected, all field texts will be displayed in the masks (selection area, single sentence area, etc.) with the long texts, which are otherwise only seen as a tooltip when hovering over the field text with the mouse pointer, as long as this text is not longer than 35 digits. Of course, this makes the masks considerably wider. Therefore, this option is only recommended for users with larger screens.


Figure: Long prompt texts

6) Open applications automatically in new tabs: If this option is enabled, a new tab is automatically opened every time an application is called up via the shortcut. If the option is not enabled, you would first have to open a new tab and then open the application there.

7) Select field: If this function is activated, the content of the filled cells in the application header of an application will be marked when they are selected using the mouse or tab button.


Figure: The Effect of Select Field

8) Reduce number of fields: Via the action button <Expanded> or <Reduced> there is the possibility of a minimum display of the screen header. If this option is selected, the selection area is always reduced to a minimum. If necessary, this can be extended with the action button <Expanded> . If the check mark is not checked, the extended view is always shown immediately, the action buttons <Expanded> or <Reduced> are then omitted. Once a field in the application header is filled, it is not hidden.


Figure: Expanded / Reduced view in the "Accounts" overview

9) Show icons in table: Specify to show icons instead of colors in the table. See different representation below.


Figure: Display using colors or icons

10) Short name align right: By default, the input field for the shortword is displayed on the right. If you clear the option here, it will appear to the left of the global toolbar.

11) Show memory usage: When this feature is enabled, the status bar shows how much memory is currently used by the application and how much is allocated to it.

[Print]

In the "Print" tab, you can set options regarding the print.


Figure: The [Print] tab under "Options > Options"

In addition, you can store your company logo in one of the standard image formats .png, .jpg, or .gif. The logo will then appear on all printouts.

[Import/Export]

In IDL Konsis, you can import data from the system and export data to the system using various file formats.

In the "Path details" you can specify in which file folders you want to store the created export files or retrieve import files. By default, these are the "export" and "batch" folders on your local drive.

If you also work with the group/subgroup data exchange, you can also specify a separate folder for this.

In addition, you can select the following options:

Suppress start message box:
In this case, the message about the number of imported, incorrect, and changed records is suppressed during import. Instead, the message is printed automatically
Suppress final message box:
If this option is activated, the import / export can only be done via the default file names of IDL Konsis (e.g. KPSALDEN.txt for account balances). If you also want to import files with other names (e.g. SALDEN_Ges.X.txt), you don't have to select this option and the file to be imported can be selected via the file dialog, similar to <Open File> in Windows.

You can find out more about the various possibilities of data import, in particular for setting up customer-specific import formats, in the application help (F2) in the respective import menus.


Figure: The [Import/Export] tab under "Options > Options"

[General]

In the "General" tab, you can, if licensed, change the interface language and the corresponding number formats. You can also specify here whether the last used application should be opened when IDL Konsis is reopened.

If you frequently display your table contents in diagrams, you can store a standard chart type here. If the structure of the index for the shortword search was aborted at the first start, it can be rebuilt using the Update Index action.


Figure: The [General] tab under "Options > Options"

[Colors]

In the [Colors] tab, individual color settings for reports can be made. It is not possible to change the colors in the program itself.

Colors tab in the Options dialog box


Figure: The [Colors] tab under "Options > Options"

The three sliders for the colors red, green, and blue can be used to change all the displayed elements at once. This interaction ensures an overall "harmonious color". If individual elements are to be excluded from this harmonious coloring, they can be blocked against changes. This is done by using the padlock icon to the right of the element.

To the right of the sliders, there is a reset icon that resets the colors to the last saved state. Furthermore, color sets can be saved via the floppy disk icon and saved sets can be loaded via the folder icon. The color sets are saved in their own format (icos = "IDL Color Set"). In this way, color settings can be transferred from one user to another.

The selection box below these three symbols provides some preset color combinations. If one of these compositions is selected, all colors and sliders will automatically adjust. If a color is changed or a slider is moved, the selection box is immediately empty again.

If the harmonious color setting is not desired, the colors can also be adjusted individually. To do this, clicking on a color box opens a color dialog like in MS Excel, which offers colors to choose from. The button <more> opens a color dialog that supports color selection in different variants (color palette, slider, or numeric input).

3 Toolbars

3.1 The Global Toolbar

In addition to the fifth Options icon (see above), you can find the following icons in the global toolbar.


Figure: The Global ToolBar

[1 Print preview]: You can start printing on any page of the program, and clicking on the printer icon will take you to the print preview. Here you will find options for setting up the page, the Print feature, and exporting to a PDF file. The Preview Zoom feature reduces or enlarges the display of tables in the print preview without affecting the following print output. The "Tables Zoom" function changes the display of tables in the print output. This function cannot be activated if the content has already been optimized for printing by "Fit to page".

[2 Export to Excel]: Selected table contents can be exported directly to an Excel file via this button. After starting the function, a file dialog will open to define the name and location of the Excel file. The table contents are automatically inserted into the first sheet of the Excel file. Formatting such as font size, style as well as font and background color are adopted. In addition, a tree structure, e.g. from reports, can also be adopted. To do this, it is necessary to expand the tree structure before selecting the rows. Alternatively, all screen contents can also be copied to Excel by copy/paste using the usual keyboard shortcuts CTRL+ C and CTRL+ V.

[3 Export]: The selected rows or the entire table content are exported to a text file. A file dialog opens for your to save the file.

[4 Action]: The action menu changes from application to application. You can use it to edit the displayed records, trigger processing, or branch to subsequent applications. In addition to the global menu bar, you can access the action menu via the right mouse button, allowing you to select and edit individual records.

If necessary, processing options can be restricted via user/user group authorizations, e.g. to only display, export or print rights for the auditor(s). All unavailable actions are not displayed (are inactive).

Row actions are only active when a row has been selected. Actions that cannot be executed due to the missing row marker are highlighted in light gray.

[5 Help]: You can use the question mark to call up stored help texts, find information about the database system you are using and the version of IDL Konsis in the info box, and call up information about the licenses you are using. The Quick Support option will take you to our website www.idl.eu, where you can install the Teamviewer application in case someone from support wants to look at your system.

3.2 Toolbars in Overviews and Applications

Actions that are unique to the particular application being called are displayed in their own toolbar in the title bar of the table. The respective function is explained with a tooltip when you hover over the icon.

The toolbar in the table contains all the general functions that affect the entire table without the need to highlight a record.


Figure: Toolbar in the table
  1. Create new data
  2. Show/hide filter
  3. Remove all filter entries
  4. Find
  5. Refresh
  6. Expand all nodes
  7. Expand next nodes
  8. Collapse last nodes
  9. Collapse all nodes
  10. Create chart
  11. Undock from main frame
  12. Move to side panel

4. Explanation of Find:

You can use the Find function to search for individual records in the overview applications. The found records are then all/partially selected and can be edited as desired.

Example: Search for all accounts that contain the word "Ford" = receivables in the account name. In the Find text field, enter the desired search term and select Find. The Find dialog also supports the special characters '%' and '_' as in other applications.


Figure: The [Find] dialog box

However, you can also search for specific account numbers/groups of accounts. The [Select All] dialog box will color-code all records in the overview.

If you select the Leave dialog open field, each found record will be displayed/marked individually. The Next button will then take you to the next found record, whereby you can use the selection buttons on the right to decide in which direction you want to continue searching. If the hit list is complete, the selected lines are executed via the menu item <Action>. Here you can select the desired action (e.g. Change, Delete, etc.).

11./12. Undock from main frame / Move to side panel

Individual areas can be moved individually, moved to the edge of the screen or even decoupled from the current window. In addition to the drag and drop function with the mouse, two buttons are used for this purpose, which can be found in all sub-areas:


Figure: Buttons for Moving the Windows

With Symbol 2) You can close a window and it will be placed on the side.

With Symbol 1) Windows can be disconnected from the desktop and positioned independently on the screen. This is especially helpful when you are working with multiple screens, e.g. a longer table is completely outsourced to one screen. A simple mouse click on this icon disconnects the window from the desktop. After that, the window can be freely positioned and adjusted in size. The symbol then turns into a folded diamond . A mouse click on the transformed icon places the window back into the desktop as before. All actions taken during the decoupling, such as new selections, changing the tab page, etc., also affect the decoupled window.

Some applications also have additional icons that can be used to perform functions typical of that particular application. Here is the example of the Group Circle Monitor (KTKGES):


Figure: Special symbols for the Group Circle Monitor (KTKGES)
  1. Call up the group structure in the diagram (KTKGRAPH)
  2. Check/Update Participation Values
  3. Check/Update Status Values
  4. Block Consolidated Financial Statements
  5. Unblock Consolidated Financial Statements

Functions that have to be performed for one or more selected data sets can be easily accessed via symbols in the context menu (right mouse button). The following functions can be achieved here:


Context menu toolbar/right mouse button
  1. Edit data
  2. Delete a Record
  3. Batch Copying
  4. Change Quantities
  5. Show help text
  6. Edit help text
  7. Delete help text

4 Function Keys

The function keys of your keyboard have the following functions in IDL Konsis:

  • F 1 Call up the help text for the current field
  • F 3 Finish
  • F 4 Select

5 Overview Applications

5.1 General

The function keys of your keyboard have the following functions in IDL Konsis: A special form of applications are so-called overview applications (e.g. KTO). The overviews are used for the selection and analysis of an existing database. In addition, certain processing can be initiated from the overview screens. The sliders on the right and below the table (marked in blue) can be used to move the view to the desired section. At the bottom right there is a slider (marked in red) that can be used to increase the size of the table (slider to the right) or to reduce it (slider to the left). Symbols shown in the table are also enlarged. By clicking on the percent sign, predefined percentages (100%, 200%, 50%, etc.) can be selected.

The data records can be processed by selecting the individual data records (if only a subset is to be processed). To edit the selected quantity, right-click and select the desired action from the toolbar (Edit Data, Delete Data, Copy Quantities, Change Quantities). Wherever branching into an application related to the application in question seems to make sense, these can also be called up via follow-up processing without having to branch to the menu for selecting the application (e.g.: from the application KTO = Account Master, the application POSKTO = Position+Account Assignments can be accessed directly via subsequent processing).


Figure: The Table Overview

The exact name of the headings shown in the summary tables can be displayed with the so-called "tooltip function" by hovering over the corresponding cell.


Figure: The Tooltip Function

In the selection area on the left-hand side are the input and display fields, which can be used to select the desired amount of data. This selection area can be updated (arrow icons), detached from the main window (box with 4 corners ) and hidden (box with a border ) using the boxes displayed in the upper right. The triangle symbol at the bottom right can be used to reduce or expand the selection area. The colored fields are key fields that must be filled. A valid key, such as a company number or the entry of "%" as a proxy for the display of all defined keys, is permissible there. Entering partial keys, e.g. "5%" would show all companies starting with a 5, and "__2" (underscore, underscore, 2) would show all companies with a 2 in the third position.


Figure: The Individual Areas at a Glance

The fields with a white background are so-called optional input fields, for which input is not necessarily expected. Special selection functions are possible for certain fields. The following entries are provided in this context (all examples refer to the previous illustration of the KTO application)

  • [Empty / Blank / Empty field] leads to the display of all existing records. Example: [empty] in the Bil/P&L field leads to the display of all accounts regardless of the balance sheet/P&L indicator, since no restriction has been made.
  • [%] displays all records with an entry for this field. For example, [%] in the [Account] field shows all accounts in the chart of accounts "GES001"
  • [*] displays all records with no entry for this field. For example, [*] in the [Mirror] field shows all accounts that are not associated with a mirror.

5.2 Moving Table Columns / Table Selection

The table is divided into a fixed area and a movable area. In the movable area, columns can be changed in their order using Drag & Drop. To do this, the column header is controlled with the mouse and placed in the desired position with the mouse button.

Individual cells can be selected in the movable area. The mouse click in conjunction with the Ctrl key allows the selection of several individual cells. Complete table rows are only selected by mouse click in the fixed area (key). The mouse click in conjunction with the Ctrl key allows the selection of several rows.

Figure: Fixed area / movable area

5.3 Sorting Function

In all overviews, the displayed data can be sorted by any columns. To do this, the column headers contain a sort icon that lights up when the mouse pointer hovers over a column header. By clicking on this icon, the table will be sorted in ascending order according to the content of this column. Another mouse click sorts the content in descending order, a third mouse click turns off the sorting again. Multiple columns can also be selected for sorting. The sorting by the second selected column then overlays the sorting by the first selected column. By clicking the <Display> button, all sorting will be deactivated. The sorting is done according to type, i.e. numerical columns are sorted according to the amount of the amount, date and time fields are sorted in chronological order. Otherwise, the sorting is done alphabetically. Sorting is interrupted by blank lines. For example, in the "Account Balances" overview (KTOSAL), the reconciliation view with the totals of assets, liabilities, income, and expenses is not mixed with the account balances because the balances and reconciliation block are separated by a blank line. When a table is displayed in tree structure, the node rows are not reordered, only the rows at the lowest level of the tree within its branch.


Figure: Sorting of data, here account balances. From left to right: Sorting indicator in column header, Sorting ascending, Sorting descending

5.4 Filtering Function

In most of the tables used in IDL Konsis, column-oriented filtering is offered, which allows you to narrow down the contents of a table using filter parameters, either to get a better overview of the content or to search for content.

To do this, an additional filter row is inserted between the column headers and the cell contents of the table. This can be switched on and off by the filter symbol. An activated filter can be recognized by the fact that the filter row is displayed and the filter icon is framed.

For each column, a separate filter parameter can be specified in the filter row. The individual rows of the table will only be displayed if the filter specification matches for each column. For example, a "Designation" column can be used to define a subject-specific column and the "Valid from" column to limit time at the same time.

If filter statements are specified in multiple columns, only the exact rows that match all filter statements are displayed. The filter instructions are retained even if the selection criteria are changed and the data is displayed again. no data is displayed even though data has been read from the database. The specification of the number of selected records in the message line always refers to the data read from the database according to the selection criteria, regardless of the filtering.

There are two ways to define the filter parameters: The simple option is to use the Filter Wizard. The second alternative is to enter the filter parameter directly in the filter line. For certain purposes, this method is faster and allows for more filter constructs.


Figure: The Filter Icon and the Filter Line

[Filter Wizard]: The Filter Wizard can be activated by selecting the drop-down button in the filter bar. When you select the button, an extended selection list opens. In the upper section, there are general selection criteria that vary depending on the data type (text, value, or date) of the column. In the simplest case, text columns offer a selection for all (Select all) or for none (Unselect all) expression. In the lower part of the section, the characteristics as they were found in the column are listed. If the number of expressions is very high, then partial expressions with common initial letters are automatically formed. All characteristics can be clicked individually. Click on "Select all" to select all characteristics.


Figure: The Filter Assistant

If a filter is already applied, it is also entered in the upper area, so that you can switch back to the old filter.


Figure: The Filter Wizard with an Additional Filter

If the data type is one of the columns Number, Date or Time, comparison operators are also offered. These are used in combination with a characterization. For example, a date and greater than can be clicked to ensure that only rows with a later date are displayed.


Figure: The Filter Wizard for a Date Column

In summary tables, images are often used for status indicators when the option "Show icons in table" is enabled in the View options. This graphical representation is transferred to the Filter Wizard.


Figure: The Filter Wizard for a Status Column (e.g. in KTKGES)

[Manual filter settings]: The filter parameters can also be entered manually in the filter line. Each column has its own input field for this purpose. For columns with text content, simple partial texts can be entered. Rows are displayed whenever the filter text is included in the column.

As usual in IDL Konsis, the special characters % and _ can also be applied. If the percent sign is appended to the end of the filter text (e.g. 010% or otherwise%), then all entries starting with the filter text will be displayed. Accordingly, the percent sign at the front of the filter text (e.g. %05 or %Machines) ensures a limitation to table contents that end with the filter text. If the percent sign is appended to both the front and the back, the filter behaves in the same way as without the percent sign. The underscore is used in the filter to specify a placeholder for a single character (e.g. 0_010). The placeholder can be filled as desired. This restriction can be used especially effectively for account numbers.

With the special characters "&", "|", "(", and ")" you can link several partial expressions for numbers or times. If "&" is used between two or more expressions, then all sub-expressions must be satisfied so that a row is not filtered out. In the case of "|", on the other hand, only at least one partial expression must be fulfilled. By using parentheses, "&" and "|" can be combined.

If the column contains numerical values (including periods, full dates, or times), mathematical formulas can be created for filtering. Mathematical formulas use the comparison operators "=" (equal to), ">" (greater than), ">=" (greater than or equal to), "<" (less than), "<=" (less than or equal to), and "<>" (not equal). Simple applications include displaying values that are greater than a specified value, e.g. by ">1000", or rows that have been changed after a certain date, e.g. by ">1.1.2011".


Figure: Example of Manual Filter Settings

5.5 Charts

All values displayed in IDL Konsis can be displayed as a chart. This applies to all overviews, form captures, and the IDL Forecast capture form. This is the purpose of the chart icon in the toolbar of the table overviews.

If columns are marked with numeric data, a chart display can be triggered. The chart is displayed in a separate area of the application window. If multiple rows and columns are selected, multiple charts are displayed side by side. Depending on the selected cells, the charts and columns or pieces of cake are texted with the data of the fixed columns or with the table headings.


Figure: Selecting of numerical data activates the chart icon


Figure: An example of a chart

In applications where values can be entered (e.g. form capture), the charts update automatically when the values have changed.

Any number of charts can be generated, which are recorded as tabs of this area. The charts remain in the original application even if the keys are changed and new data selection is made, and display the corresponding keys for the new data, if that data exists. However, when you change applications, the chart area is closed.

A selection box in the chart area allows you to select the desired chart type that makes the most sense for the data used. In the "General" option dialog, a standard chart type can be stored. If nothing is set there, the bar chart is usually used as the default chart type.


Figure: The Chart Type Selection Box

The colors of the bar/pie chart can be changed. To do this, select the respective entry in the legend and an Excel-like dialog for selecting colors will be displayed. By selecting a color, the color of the bar or the pie slice in the displayed chart automatically changes.


Figure: The Color Selection in the Chart Area

The display area for the charts contains the following buttons:

[Turn label]: Longer label texts may not be able to be fully displayed when they are displayed below the charts. Activating this button causes the text to be skewed.


Figure: Rotated label texts

[Column difference]: If data for different periods is marked, e.g. from a period report, the "Column difference" button can be used to decide whether they should be displayed cumulatively or decumulated by subtracting the individual columns from each other.


Figure: Chart with Column Difference Enabled

[Reselect]: After displaying a chart, other cells can be selected in the corresponding overview, e.g. to create further chrts. This button can be used to restore the selection associated with the respective chart. If the summary table has been rebuilt after entering other keys, this button is deactivated, as it is no longer possible to restore the original selection.

[Group]: Applies to charts for data from multiple rows and columns, grouping the data by columns and rows, respectively. You can switch back and forth between the two display forms as desired.

[Show table]: This function, which can be accessed from the toolbar in the chart area, is very useful to have the table used visible in addition to the chart. The size of the two areas can be changed as needed with the help of the mouse. In the table area, individual rows or columns can be deleted or combined. The changes are immediately visible in the chart.


Figure: Show chart > table

Charts can be printed in two ways: If the entire chart is printed, the charts created for this purpose are copied into the printout after the table. The small toolbar at the top right of the chart area can also be used to print the chart directly. In this case, only the selected chart is always printed without a table. Charts can be optionally tilted in the print output. This means that you can control whether a page with a chart is printed horizontally or vertically. However, this only affects the chart itself, headers and footers are not affected. To flip the print of a chart, you must scroll through the print preview to the page where the chart is displayed. Additional radio buttons will then appear for the alignment of the respective chart.


Figure: The Print Preview of Charts

5.6 Sum Function

With the help of the activated cell mode (see above), a function for summation can also be used. The values of all selected cells with numeric content are summed and the sum is displayed in a new field in the footer. Values with different debit/credit indicators are subtracted, and the debit/credit indicator of the sum is displayed next to the value.

This feature is an application-independent feature of the user interface. For example, if the appropriate selection is made, values in different currencies will also be netted.


Figure: The Sum Function

6 Single Record Application

Another application type is the single record (see example for the account master KTOE below)


Figure: The individual areas in the single record application

In the single record application, a distinction must be made between mandatory and optional fields. Mandatory fields are highlighted in green, optional input fields are white. If the required input fields are not filled with valid entries, the record in question will not be saved. In these fields, if desired, attention should be paid to upper and lower case letters.

It is only within each individual record that a decision is made as to which action is to be carried out with the previously selected, changed, or newly entered data. Action buttons that don't make sense in the current context will be disabled. For example, the [Insert ]button only becomes active if a key field has been changed or a single record has been completely re-entered. The [<Change>]Button can only be used after an attribute field has been changed. Only the [<Abort>] and [<Farther>] buttons are always active. One of the buttons displayed is the [Default button], which can also be triggered by the [<Enter> key], recognizable by the thicker border. In a context-sensitive manner, the button that is most likely to be selected based on the entries made is marked as the default button. After the change has been made, this is e.g. the <Farther> button to edit the next selected line. After editing the last line highlighted in the overview, the text of the <Farther> button changes to <End>. Pressing <End> returns to the overview, and the displayed table is automatically updated. In contrast, the <Abort> button cancels the processing sequence and returns to the overview without updating the table.

Help texts can be created and displayed for each record via action calls. In the lower part of the single sentence, it is noted which user entered a user-caused help text at what time. For more information on the topic of help texts for individual data, see also the following chapter Help texts in this documentation.

7 Help Texts and Links to External Documents

7.1 Help Texts

In IDL Konsis, it is possible to enter individual help texts for all master data (e.g. accounts) and report data (e.g. account balances). To do this, select the existing record and select the "Edit Help Text" action menu. If a help text has been entered, the individual record shows when and by whom a help text was last modified. In the overviews, the existence of help texts is indicated by an additional column with the heading "H". This column indicates by a green solid or a green check mark if there is a help text for the object displayed in this row. The display of this column can be enabled or disabled in the <View> menu.


Figure: Display of a stored help text

7.2 Links to External Documents

In addition, you can insert links that refer to external documents (e.g. invoices or calculations in Excel, Word or PDF format) that belong to a data set. For this purpose, you can use both a menu and an icon <external link> in the help text editor. <Add link> opens a file dialog in which the file to which a reference is to be created can be selected. Alternatively, files from other parts of the user interface (e.g. from an open Windows Explorer) can be dragged and dropped into the Help Text Editor window. The selected file(s) will then be displayed in the footer of the editor window under the heading "External links". Use <Delete link> or the Remove button to remove the link if it was previously selected. In the help text display, the list of references to files is also displayed after the help text. When you click on the reference, an attempt is made to open the document with the appropriate application.

It is important for this application that the referenced documents are available to all IDL Konsis users. This means that the documents should not be stored on local drives, but only on server drives that are available to all users with the same drive identifier.


Figure: Display of an external link

8 Tree Depictions

In addition to the menu structure, it is also possible to display the following overviews in tree display:

  • The Group Structure (KTKGES) via the SortOptions starting with 'B'
  • The REP and REPK report overviews
  • The report result (REPERG) with the breakdown options B/BK and 1B/1BK
  • Positions + Account Assignments (POSKTO)
  • Report Line Descriptions (REPZEI)
  • IDL Data Import and Display (IMPORT)
  • Group-subgroup data exchange (KONDAT)
  • Vending machine control (customer-specific applications)
  • Account Balances and Consolidation Postings (KONSAL)
  • Movements and Consolidation Postings (KONBEW)

The opening and collapsing of individual lines is analogous to the menu tree. In addition, this is also possible via the toolbar. In addition, it is also possible to navigate with the keyboard. The arrow keys (right/left) as well as the "+" and "-" keys of the numeric keypad can be used to control tree structures.


Illustrations: Options for expanding/collapsing nodes

9 Language Setting Options

IDL Konsis can also be used in languages other than German. There are two ways to do this:

9.1 Changing the Interface Language

As described in Section 3.1 The Global Toolbar, the toolbar item <Options > General> can be used to make settings regarding the language. This setting applies only to the program interface and will only take effect after restarting IDL Konsis. The languages that can be selected here are maintained by IDL and can only be selected with an appropriate license. Currently, English, French, and Spanish are supported in addition to German.


Figure: Setting English in Options: The menu tree is displayed in English, but the master data is displayed in German

9.2 Changing the Display of Master Data

Master data, such as account or item descriptions, can be maintained in several languages. In contrast to the interface languages, these languages can be maintained individually by the customer in the application <SPR>. The language in which the master data is to be displayed by default can be set for each user in the application <USE> and <VOR> . If the language is changed from German to e.g. English, the menu items will continue to be displayed in German, only in the master data overviews will the German be displayed in English. Any change at this point will take effect immediately.


Figure: After the English language has also been set in the USE application, the master data is also displayed accordingly

Published:

Graphic User Interface


Table of contents


1 Start Screen and Navigation in IDL Konsis

The Start screen of IDL Konsis consists of the following areas:


Figure: Start Screen

In IDL Konsis, you can navigate to the menus in three ways:

1.1 Resource List

When the program is started and in each new empty tab, the available menus are displayed. These are thematically divided into so-called main nodes. The view can be shifted to the right or left using the mouse button. The "Show only one section / show all sections" icon can be used to change the display so that either all main nodes and their applications are selected or only the selected main node and its applications are selected.

The application is called up by a single mouse click on the name of the application. To the left of it, the short word of the selected application is displayed in light gray letters.


Resource List

There is also a lot of application documentation in the resource list. Use the "Show Documentation and Help Texts" icon in the global toolbar to switch from the Application Viewer to the Documentation Viewer.


Documentation in the Resource List

1.2 Short Word

After entering a short word in the short word line, only the menus that match the input are displayed in the resource tree. If the short word is not known, terms such as "accounts" or "currency" can also be entered, and all menus containing the entered term will then be displayed. With the help of the search symbol you start the full text search, i.e. now not only the menu designations but also e.g. documentation for the term are searched and displayed. Typos are also corrected, so that entering "nodes" also leads to the call of the application "KTO = accounts".


Short word Input

1.3 Navigation Bar

The navigation bar always shows via which applications you have reached the current application. The most important parameters from the selection area are also displayed (shown in brackets). A mouse click on "Start" closes the current application including all previously started applications and returns to the resource tree. To return to the previous application, click on the arrow pointing to the left. Or click on the application you want to return to. To display the previous overview without updating, you can use the ESC key.


The Navigation Bar

2 Individual Settings

You can use the "Options" icon in the global toolbar to make individual settings both in terms of appearance and some functions.


Figure: The menu behind the "Options" icon

2.1 View

In the menu item "View" there are options to show and hide the status bar, toolbar, empty columns, and null columns as well as change information (user, date and time) and the information about existing help texts.


Figure: Options in the Global View Menu

The "Reset desktop" option allows all previously moved areas to be moved to their original position at once.

The "Show/hide internal columns" option is not activated by default. An activation is revoked when the program is closed. If it is activated, additional columns are displayed in some overviews, which are usually used to determine the causes in the event of an error by the IDL hotline.

2.2 Options

Under "Options", you have a wide range of options for setting the system individually:

Changed options are only activated after the application is called up again and sometimes only after IDL Konsis is reopened.

[Representation]:

In the View tab, there are a few options that you can use to change your IDL Konsis. In the following, we would like to explain these options to you or illustrate them with examples. However, the best way to get to know these options is to try them out and work with them for some time. All options can be activated and deactivated as desired. This way, over time, you'll be able to figure out the display variants that work best for you.


Figure: The View tab in the "Options > Options Dialog Box"

In addition to the font and size for the display and for help texts, you can change the following settings:

1) Prompt text align right: The alignment of the prompt texts next to the input field can be right-aligned or left-aligned.


Figure: Alignment of prompt texts

2) Button align right: Clear this option if you want to achieve a left-aligned display of the buttons and thus a left-aligned orientation of the entire area in the window.


Figure: Buttons Alignment

3) Show data immediately: If this function is activated, the data will be displayed immediately without pressing the button <Display>. In newer applications without a selection area, the existing data is always displayed immediately, regardless of the setting.

4) Panels relocatable: If this option is selected, individual application areas (selection area, overview table, single set area, etc.) can be moved to the edge with the mouse via "drag and drop", so that more space is available for other application areas. If you have "grabbed" the application area with the mouse, a red outline shows where it can be moved sensibly. With the reverse mouse movement, the moved areas are brought back again.

5) Long prompt texts: If this option is selected, all field texts will be displayed in the masks (selection area, single sentence area, etc.) with the long texts, which are otherwise only seen as a tooltip when hovering over the field text with the mouse pointer, as long as this text is not longer than 35 digits. Of course, this makes the masks considerably wider. Therefore, this option is only recommended for users with larger screens.


Figure: Long prompt texts

6) Open applications automatically in new tabs: If this option is enabled, a new tab is automatically opened every time an application is called up via the shortcut. If the option is not enabled, you would first have to open a new tab and then open the application there.

7) Select field: If this function is activated, the content of the filled cells in the application header of an application will be marked when they are selected using the mouse or tab button.


Figure: The Effect of Select Field

8) Reduce number of fields: Via the action button <Expanded> or <Reduced> there is the possibility of a minimum display of the screen header. If this option is selected, the selection area is always reduced to a minimum. If necessary, this can be extended with the action button <Expanded> . If the check mark is not checked, the extended view is always shown immediately, the action buttons <Expanded> or <Reduced> are then omitted. Once a field in the application header is filled, it is not hidden.


Figure: Expanded / Reduced view in the "Accounts" overview

9) Show icons in table: Specify to show icons instead of colors in the table. See different representation below.


Figure: Display using colors or icons

10) Short name align right: By default, the input field for the shortword is displayed on the right. If you clear the option here, it will appear to the left of the global toolbar.

11) Show memory usage: When this feature is enabled, the status bar shows how much memory is currently used by the application and how much is allocated to it.

[Print]

In the "Print" tab, you can set options regarding the print.


Figure: The [Print] tab under "Options > Options"

In addition, you can store your company logo in one of the standard image formats .png, .jpg, or .gif. The logo will then appear on all printouts.

[Import/Export]

In IDL Konsis, you can import data from the system and export data to the system using various file formats.

In the "Path details" you can specify in which file folders you want to store the created export files or retrieve import files. By default, these are the "export" and "batch" folders on your local drive.

If you also work with the group/subgroup data exchange, you can also specify a separate folder for this.

In addition, you can select the following options:

Suppress start message box:
In this case, the message about the number of imported, incorrect, and changed records is suppressed during import. Instead, the message is printed automatically
Suppress final message box:
If this option is activated, the import / export can only be done via the default file names of IDL Konsis (e.g. KPSALDEN.txt for account balances). If you also want to import files with other names (e.g. SALDEN_Ges.X.txt), you don't have to select this option and the file to be imported can be selected via the file dialog, similar to <Open File> in Windows.

You can find out more about the various possibilities of data import, in particular for setting up customer-specific import formats, in the application help (F2) in the respective import menus.


Figure: The [Import/Export] tab under "Options > Options"

[General]

In the "General" tab, you can, if licensed, change the interface language and the corresponding number formats. You can also specify here whether the last used application should be opened when IDL Konsis is reopened.

If you frequently display your table contents in diagrams, you can store a standard chart type here. If the structure of the index for the shortword search was aborted at the first start, it can be rebuilt using the Update Index action.


Figure: The [General] tab under "Options > Options"

[Colors]

In the [Colors] tab, individual color settings for reports can be made. It is not possible to change the colors in the program itself.

Colors tab in the Options dialog box


Figure: The [Colors] tab under "Options > Options"

The three sliders for the colors red, green, and blue can be used to change all the displayed elements at once. This interaction ensures an overall "harmonious color". If individual elements are to be excluded from this harmonious coloring, they can be blocked against changes. This is done by using the padlock icon to the right of the element.

To the right of the sliders, there is a reset icon that resets the colors to the last saved state. Furthermore, color sets can be saved via the floppy disk icon and saved sets can be loaded via the folder icon. The color sets are saved in their own format (icos = "IDL Color Set"). In this way, color settings can be transferred from one user to another.

The selection box below these three symbols provides some preset color combinations. If one of these compositions is selected, all colors and sliders will automatically adjust. If a color is changed or a slider is moved, the selection box is immediately empty again.

If the harmonious color setting is not desired, the colors can also be adjusted individually. To do this, clicking on a color box opens a color dialog like in MS Excel, which offers colors to choose from. The button <more> opens a color dialog that supports color selection in different variants (color palette, slider, or numeric input).

3 Toolbars

3.1 The Global Toolbar

In addition to the fifth Options icon (see above), you can find the following icons in the global toolbar.


Figure: The Global ToolBar

[1 Print preview]: You can start printing on any page of the program, and clicking on the printer icon will take you to the print preview. Here you will find options for setting up the page, the Print feature, and exporting to a PDF file. The Preview Zoom feature reduces or enlarges the display of tables in the print preview without affecting the following print output. The "Tables Zoom" function changes the display of tables in the print output. This function cannot be activated if the content has already been optimized for printing by "Fit to page".

[2 Export to Excel]: Selected table contents can be exported directly to an Excel file via this button. After starting the function, a file dialog will open to define the name and location of the Excel file. The table contents are automatically inserted into the first sheet of the Excel file. Formatting such as font size, style as well as font and background color are adopted. In addition, a tree structure, e.g. from reports, can also be adopted. To do this, it is necessary to expand the tree structure before selecting the rows. Alternatively, all screen contents can also be copied to Excel by copy/paste using the usual keyboard shortcuts CTRL+ C and CTRL+ V.

[3 Export]: The selected rows or the entire table content are exported to a text file. A file dialog opens for your to save the file.

[4 Action]: The action menu changes from application to application. You can use it to edit the displayed records, trigger processing, or branch to subsequent applications. In addition to the global menu bar, you can access the action menu via the right mouse button, allowing you to select and edit individual records.

If necessary, processing options can be restricted via user/user group authorizations, e.g. to only display, export or print rights for the auditor(s). All unavailable actions are not displayed (are inactive).

Row actions are only active when a row has been selected. Actions that cannot be executed due to the missing row marker are highlighted in light gray.

[5 Help]: You can use the question mark to call up stored help texts, find information about the database system you are using and the version of IDL Konsis in the info box, and call up information about the licenses you are using. The Quick Support option will take you to our website www.idl.eu, where you can install the Teamviewer application in case someone from support wants to look at your system.

3.2 Toolbars in Overviews and Applications

Actions that are unique to the particular application being called are displayed in their own toolbar in the title bar of the table. The respective function is explained with a tooltip when you hover over the icon.

The toolbar in the table contains all the general functions that affect the entire table without the need to highlight a record.


Figure: Toolbar in the table
  1. Create new data
  2. Show/hide filter
  3. Remove all filter entries
  4. Find
  5. Refresh
  6. Expand all nodes
  7. Expand next nodes
  8. Collapse last nodes
  9. Collapse all nodes
  10. Create chart
  11. Undock from main frame
  12. Move to side panel

4. Explanation of Find:

You can use the Find function to search for individual records in the overview applications. The found records are then all/partially selected and can be edited as desired.

Example: Search for all accounts that contain the word "Ford" = receivables in the account name. In the Find text field, enter the desired search term and select Find. The Find dialog also supports the special characters '%' and '_' as in other applications.


Figure: The [Find] dialog box

However, you can also search for specific account numbers/groups of accounts. The [Select All] dialog box will color-code all records in the overview.

If you select the Leave dialog open field, each found record will be displayed/marked individually. The Next button will then take you to the next found record, whereby you can use the selection buttons on the right to decide in which direction you want to continue searching. If the hit list is complete, the selected lines are executed via the menu item <Action>. Here you can select the desired action (e.g. Change, Delete, etc.).

11./12. Undock from main frame / Move to side panel

Individual areas can be moved individually, moved to the edge of the screen or even decoupled from the current window. In addition to the drag and drop function with the mouse, two buttons are used for this purpose, which can be found in all sub-areas:


Figure: Buttons for Moving the Windows

With Symbol 2) You can close a window and it will be placed on the side.

With Symbol 1) Windows can be disconnected from the desktop and positioned independently on the screen. This is especially helpful when you are working with multiple screens, e.g. a longer table is completely outsourced to one screen. A simple mouse click on this icon disconnects the window from the desktop. After that, the window can be freely positioned and adjusted in size. The symbol then turns into a folded diamond . A mouse click on the transformed icon places the window back into the desktop as before. All actions taken during the decoupling, such as new selections, changing the tab page, etc., also affect the decoupled window.

Some applications also have additional icons that can be used to perform functions typical of that particular application. Here is the example of the Group Circle Monitor (KTKGES):


Figure: Special symbols for the Group Circle Monitor (KTKGES)
  1. Call up the group structure in the diagram (KTKGRAPH)
  2. Check/Update Participation Values
  3. Check/Update Status Values
  4. Block Consolidated Financial Statements
  5. Unblock Consolidated Financial Statements

Functions that have to be performed for one or more selected data sets can be easily accessed via symbols in the context menu (right mouse button). The following functions can be achieved here:


Context menu toolbar/right mouse button
  1. Edit data
  2. Delete a Record
  3. Batch Copying
  4. Change Quantities
  5. Show help text
  6. Edit help text
  7. Delete help text

4 Function Keys

The function keys of your keyboard have the following functions in IDL Konsis:

  • F 1 Call up the help text for the current field
  • F 3 Finish
  • F 4 Select

5 Overview Applications

5.1 General

The function keys of your keyboard have the following functions in IDL Konsis: A special form of applications are so-called overview applications (e.g. KTO). The overviews are used for the selection and analysis of an existing database. In addition, certain processing can be initiated from the overview screens. The sliders on the right and below the table (marked in blue) can be used to move the view to the desired section. At the bottom right there is a slider (marked in red) that can be used to increase the size of the table (slider to the right) or to reduce it (slider to the left). Symbols shown in the table are also enlarged. By clicking on the percent sign, predefined percentages (100%, 200%, 50%, etc.) can be selected.

The data records can be processed by selecting the individual data records (if only a subset is to be processed). To edit the selected quantity, right-click and select the desired action from the toolbar (Edit Data, Delete Data, Copy Quantities, Change Quantities). Wherever branching into an application related to the application in question seems to make sense, these can also be called up via follow-up processing without having to branch to the menu for selecting the application (e.g.: from the application KTO = Account Master, the application POSKTO = Position+Account Assignments can be accessed directly via subsequent processing).


Figure: The Table Overview

The exact name of the headings shown in the summary tables can be displayed with the so-called "tooltip function" by hovering over the corresponding cell.


Figure: The Tooltip Function

In the selection area on the left-hand side are the input and display fields, which can be used to select the desired amount of data. This selection area can be updated (arrow icons), detached from the main window (box with 4 corners ) and hidden (box with a border ) using the boxes displayed in the upper right. The triangle symbol at the bottom right can be used to reduce or expand the selection area. The colored fields are key fields that must be filled. A valid key, such as a company number or the entry of "%" as a proxy for the display of all defined keys, is permissible there. Entering partial keys, e.g. "5%" would show all companies starting with a 5, and "__2" (underscore, underscore, 2) would show all companies with a 2 in the third position.


Figure: The Individual Areas at a Glance

The fields with a white background are so-called optional input fields, for which input is not necessarily expected. Special selection functions are possible for certain fields. The following entries are provided in this context (all examples refer to the previous illustration of the KTO application)

  • [Empty / Blank / Empty field] leads to the display of all existing records. Example: [empty] in the Bil/P&L field leads to the display of all accounts regardless of the balance sheet/P&L indicator, since no restriction has been made.
  • [%] displays all records with an entry for this field. For example, [%] in the [Account] field shows all accounts in the chart of accounts "GES001"
  • [*] displays all records with no entry for this field. For example, [*] in the [Mirror] field shows all accounts that are not associated with a mirror.

5.2 Moving Table Columns / Table Selection

The table is divided into a fixed area and a movable area. In the movable area, columns can be changed in their order using Drag & Drop. To do this, the column header is controlled with the mouse and placed in the desired position with the mouse button.

Individual cells can be selected in the movable area. The mouse click in conjunction with the Ctrl key allows the selection of several individual cells. Complete table rows are only selected by mouse click in the fixed area (key). The mouse click in conjunction with the Ctrl key allows the selection of several rows.

Figure: Fixed area / movable area

5.3 Sorting Function

In all overviews, the displayed data can be sorted by any columns. To do this, the column headers contain a sort icon that lights up when the mouse pointer hovers over a column header. By clicking on this icon, the table will be sorted in ascending order according to the content of this column. Another mouse click sorts the content in descending order, a third mouse click turns off the sorting again. Multiple columns can also be selected for sorting. The sorting by the second selected column then overlays the sorting by the first selected column. By clicking the <Display> button, all sorting will be deactivated. The sorting is done according to type, i.e. numerical columns are sorted according to the amount of the amount, date and time fields are sorted in chronological order. Otherwise, the sorting is done alphabetically. Sorting is interrupted by blank lines. For example, in the "Account Balances" overview (KTOSAL), the reconciliation view with the totals of assets, liabilities, income, and expenses is not mixed with the account balances because the balances and reconciliation block are separated by a blank line. When a table is displayed in tree structure, the node rows are not reordered, only the rows at the lowest level of the tree within its branch.


Figure: Sorting of data, here account balances. From left to right: Sorting indicator in column header, Sorting ascending, Sorting descending

5.4 Filtering Function

In most of the tables used in IDL Konsis, column-oriented filtering is offered, which allows you to narrow down the contents of a table using filter parameters, either to get a better overview of the content or to search for content.

To do this, an additional filter row is inserted between the column headers and the cell contents of the table. This can be switched on and off by the filter symbol. An activated filter can be recognized by the fact that the filter row is displayed and the filter icon is framed.

For each column, a separate filter parameter can be specified in the filter row. The individual rows of the table will only be displayed if the filter specification matches for each column. For example, a "Designation" column can be used to define a subject-specific column and the "Valid from" column to limit time at the same time.

If filter statements are specified in multiple columns, only the exact rows that match all filter statements are displayed. The filter instructions are retained even if the selection criteria are changed and the data is displayed again. no data is displayed even though data has been read from the database. The specification of the number of selected records in the message line always refers to the data read from the database according to the selection criteria, regardless of the filtering.

There are two ways to define the filter parameters: The simple option is to use the Filter Wizard. The second alternative is to enter the filter parameter directly in the filter line. For certain purposes, this method is faster and allows for more filter constructs.


Figure: The Filter Icon and the Filter Line

[Filter Wizard]: The Filter Wizard can be activated by selecting the drop-down button in the filter bar. When you select the button, an extended selection list opens. In the upper section, there are general selection criteria that vary depending on the data type (text, value, or date) of the column. In the simplest case, text columns offer a selection for all (Select all) or for none (Unselect all) expression. In the lower part of the section, the characteristics as they were found in the column are listed. If the number of expressions is very high, then partial expressions with common initial letters are automatically formed. All characteristics can be clicked individually. Click on "Select all" to select all characteristics.


Figure: The Filter Assistant

If a filter is already applied, it is also entered in the upper area, so that you can switch back to the old filter.


Figure: The Filter Wizard with an Additional Filter

If the data type is one of the columns Number, Date or Time, comparison operators are also offered. These are used in combination with a characterization. For example, a date and greater than can be clicked to ensure that only rows with a later date are displayed.


Figure: The Filter Wizard for a Date Column

In summary tables, images are often used for status indicators when the option "Show icons in table" is enabled in the View options. This graphical representation is transferred to the Filter Wizard.


Figure: The Filter Wizard for a Status Column (e.g. in KTKGES)

[Manual filter settings]: The filter parameters can also be entered manually in the filter line. Each column has its own input field for this purpose. For columns with text content, simple partial texts can be entered. Rows are displayed whenever the filter text is included in the column.

As usual in IDL Konsis, the special characters % and _ can also be applied. If the percent sign is appended to the end of the filter text (e.g. 010% or otherwise%), then all entries starting with the filter text will be displayed. Accordingly, the percent sign at the front of the filter text (e.g. %05 or %Machines) ensures a limitation to table contents that end with the filter text. If the percent sign is appended to both the front and the back, the filter behaves in the same way as without the percent sign. The underscore is used in the filter to specify a placeholder for a single character (e.g. 0_010). The placeholder can be filled as desired. This restriction can be used especially effectively for account numbers.

With the special characters "&", "|", "(", and ")" you can link several partial expressions for numbers or times. If "&" is used between two or more expressions, then all sub-expressions must be satisfied so that a row is not filtered out. In the case of "|", on the other hand, only at least one partial expression must be fulfilled. By using parentheses, "&" and "|" can be combined.

If the column contains numerical values (including periods, full dates, or times), mathematical formulas can be created for filtering. Mathematical formulas use the comparison operators "=" (equal to), ">" (greater than), ">=" (greater than or equal to), "<" (less than), "<=" (less than or equal to), and "<>" (not equal). Simple applications include displaying values that are greater than a specified value, e.g. by ">1000", or rows that have been changed after a certain date, e.g. by ">1.1.2011".


Figure: Example of Manual Filter Settings

5.5 Charts

All values displayed in IDL Konsis can be displayed as a chart. This applies to all overviews, form captures, and the IDL Forecast capture form. This is the purpose of the chart icon in the toolbar of the table overviews.

If columns are marked with numeric data, a chart display can be triggered. The chart is displayed in a separate area of the application window. If multiple rows and columns are selected, multiple charts are displayed side by side. Depending on the selected cells, the charts and columns or pieces of cake are texted with the data of the fixed columns or with the table headings.


Figure: Selecting of numerical data activates the chart icon


Figure: An example of a chart

In applications where values can be entered (e.g. form capture), the charts update automatically when the values have changed.

Any number of charts can be generated, which are recorded as tabs of this area. The charts remain in the original application even if the keys are changed and new data selection is made, and display the corresponding keys for the new data, if that data exists. However, when you change applications, the chart area is closed.

A selection box in the chart area allows you to select the desired chart type that makes the most sense for the data used. In the "General" option dialog, a standard chart type can be stored. If nothing is set there, the bar chart is usually used as the default chart type.


Figure: The Chart Type Selection Box

The colors of the bar/pie chart can be changed. To do this, select the respective entry in the legend and an Excel-like dialog for selecting colors will be displayed. By selecting a color, the color of the bar or the pie slice in the displayed chart automatically changes.


Figure: The Color Selection in the Chart Area

The display area for the charts contains the following buttons:

[Turn label]: Longer label texts may not be able to be fully displayed when they are displayed below the charts. Activating this button causes the text to be skewed.


Figure: Rotated label texts

[Column difference]: If data for different periods is marked, e.g. from a period report, the "Column difference" button can be used to decide whether they should be displayed cumulatively or decumulated by subtracting the individual columns from each other.


Figure: Chart with Column Difference Enabled

[Reselect]: After displaying a chart, other cells can be selected in the corresponding overview, e.g. to create further chrts. This button can be used to restore the selection associated with the respective chart. If the summary table has been rebuilt after entering other keys, this button is deactivated, as it is no longer possible to restore the original selection.

[Group]: Applies to charts for data from multiple rows and columns, grouping the data by columns and rows, respectively. You can switch back and forth between the two display forms as desired.

[Show table]: This function, which can be accessed from the toolbar in the chart area, is very useful to have the table used visible in addition to the chart. The size of the two areas can be changed as needed with the help of the mouse. In the table area, individual rows or columns can be deleted or combined. The changes are immediately visible in the chart.


Figure: Show chart > table

Charts can be printed in two ways: If the entire chart is printed, the charts created for this purpose are copied into the printout after the table. The small toolbar at the top right of the chart area can also be used to print the chart directly. In this case, only the selected chart is always printed without a table. Charts can be optionally tilted in the print output. This means that you can control whether a page with a chart is printed horizontally or vertically. However, this only affects the chart itself, headers and footers are not affected. To flip the print of a chart, you must scroll through the print preview to the page where the chart is displayed. Additional radio buttons will then appear for the alignment of the respective chart.


Figure: The Print Preview of Charts

5.6 Sum Function

With the help of the activated cell mode (see above), a function for summation can also be used. The values of all selected cells with numeric content are summed and the sum is displayed in a new field in the footer. Values with different debit/credit indicators are subtracted, and the debit/credit indicator of the sum is displayed next to the value.

This feature is an application-independent feature of the user interface. For example, if the appropriate selection is made, values in different currencies will also be netted.


Figure: The Sum Function

6 Single Record Application

Another application type is the single record (see example for the account master KTOE below)


Figure: The individual areas in the single record application

In the single record application, a distinction must be made between mandatory and optional fields. Mandatory fields are highlighted in green, optional input fields are white. If the required input fields are not filled with valid entries, the record in question will not be saved. In these fields, if desired, attention should be paid to upper and lower case letters.

It is only within each individual record that a decision is made as to which action is to be carried out with the previously selected, changed, or newly entered data. Action buttons that don't make sense in the current context will be disabled. For example, the [Insert ]button only becomes active if a key field has been changed or a single record has been completely re-entered. The [<Change>]Button can only be used after an attribute field has been changed. Only the [<Abort>] and [<Farther>] buttons are always active. One of the buttons displayed is the [Default button], which can also be triggered by the [<Enter> key], recognizable by the thicker border. In a context-sensitive manner, the button that is most likely to be selected based on the entries made is marked as the default button. After the change has been made, this is e.g. the <Farther> button to edit the next selected line. After editing the last line highlighted in the overview, the text of the <Farther> button changes to <End>. Pressing <End> returns to the overview, and the displayed table is automatically updated. In contrast, the <Abort> button cancels the processing sequence and returns to the overview without updating the table.

Help texts can be created and displayed for each record via action calls. In the lower part of the single sentence, it is noted which user entered a user-caused help text at what time. For more information on the topic of help texts for individual data, see also the following chapter Help texts in this documentation.

7 Help Texts and Links to External Documents

7.1 Help Texts

In IDL Konsis, it is possible to enter individual help texts for all master data (e.g. accounts) and report data (e.g. account balances). To do this, select the existing record and select the "Edit Help Text" action menu. If a help text has been entered, the individual record shows when and by whom a help text was last modified. In the overviews, the existence of help texts is indicated by an additional column with the heading "H". This column indicates by a green solid or a green check mark if there is a help text for the object displayed in this row. The display of this column can be enabled or disabled in the <View> menu.


Figure: Display of a stored help text

7.2 Links to External Documents

In addition, you can insert links that refer to external documents (e.g. invoices or calculations in Excel, Word or PDF format) that belong to a data set. For this purpose, you can use both a menu and an icon <external link> in the help text editor. <Add link> opens a file dialog in which the file to which a reference is to be created can be selected. Alternatively, files from other parts of the user interface (e.g. from an open Windows Explorer) can be dragged and dropped into the Help Text Editor window. The selected file(s) will then be displayed in the footer of the editor window under the heading "External links". Use <Delete link> or the Remove button to remove the link if it was previously selected. In the help text display, the list of references to files is also displayed after the help text. When you click on the reference, an attempt is made to open the document with the appropriate application.

It is important for this application that the referenced documents are available to all IDL Konsis users. This means that the documents should not be stored on local drives, but only on server drives that are available to all users with the same drive identifier.


Figure: Display of an external link

8 Tree Depictions

In addition to the menu structure, it is also possible to display the following overviews in tree display:

  • The Group Structure (KTKGES) via the SortOptions starting with 'B'
  • The REP and REPK report overviews
  • The report result (REPERG) with the breakdown options B/BK and 1B/1BK
  • Positions + Account Assignments (POSKTO)
  • Report Line Descriptions (REPZEI)
  • IDL Data Import and Display (IMPORT)
  • Group-subgroup data exchange (KONDAT)
  • Vending machine control (customer-specific applications)
  • Account Balances and Consolidation Postings (KONSAL)
  • Movements and Consolidation Postings (KONBEW)

The opening and collapsing of individual lines is analogous to the menu tree. In addition, this is also possible via the toolbar. In addition, it is also possible to navigate with the keyboard. The arrow keys (right/left) as well as the "+" and "-" keys of the numeric keypad can be used to control tree structures.


Illustrations: Options for expanding/collapsing nodes

9 Language Setting Options

IDL Konsis can also be used in languages other than German. There are two ways to do this:

9.1 Changing the Interface Language

As described in Section 3.1 The Global Toolbar, the toolbar item <Options > General> can be used to make settings regarding the language. This setting applies only to the program interface and will only take effect after restarting IDL Konsis. The languages that can be selected here are maintained by IDL and can only be selected with an appropriate license. Currently, English, French, and Spanish are supported in addition to German.


Figure: Setting English in Options: The menu tree is displayed in English, but the master data is displayed in German

9.2 Changing the Display of Master Data

Master data, such as account or item descriptions, can be maintained in several languages. In contrast to the interface languages, these languages can be maintained individually by the customer in the application <SPR>. The language in which the master data is to be displayed by default can be set for each user in the application <USE> and <VOR> . If the language is changed from German to e.g. English, the menu items will continue to be displayed in German, only in the master data overviews will the German be displayed in English. Any change at this point will take effect immediately.


Figure: After the English language has also been set in the USE application, the master data is also displayed accordingly

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